Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
A user can upload a document – Quote/Terms & Conditions when raising an order. They can upload different types of documents that will be stored with the order. You can force a quote to be uploaded over a certain value as well. You can also upload documents to a purchase or an invoice retrospectively
You can add a file to a document by clicking the “Attach” link in the document history as shown below:
When creating a Purchase Order, you have the ability to upload a document. In the Narrative section, you will see the panel below:
Drag a document over to reveal this box:
You can choose the type and whether the Document / File needs acceptance or sending onto the supplier.
Zahara has functionality where a document you attach to an order, can be sent to the supplier, for acceptance, prior to them receiving the purchase order. In the case of construction, it could be you require a signed Terms & Conditions document from your supplier (sub-contractor). This functionality will facilitate this. Read on to find out how.
